Maria Keith
Financial advisor at Public Advisors LLC · New York, NY
Last updated 2026-10-10
Claim your profileMaria Keith is a financial advisor at Public Advisors LLC in New York, NY, CRD 4785779. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2009-12-11.
Registration
- CRD number
- 4785779
- Registration status
- Active
- IAPD registration
- 2009-12-11
- Industry Experience
- 16 years
- Work Experience
- 11 years
- States registered
- NY
Licenses and exams
- Series 63
- Series 66
Work history
- 2015-10 to 2017-10 · Guardian Life Ins · San Diego, CA
- 2015-10 to 2017-10 · Park Avenue Securities · San Diego, CA
- 2017-10 to 2019-04 · Guardian Life Insurance Company · La Jolla, CA
- 2017-10 to 2019-04 · Park Avenue Securities · La Jolla, CA
- 2019-04 to 2021-11 · J.W. Cole Financial, Inc. · Tampa, FL
- 2019-04 to 2021-11 · J.W. Cole Advisors, Inc. · Tampa, FL
- 2021-11 to 2021-12 · Jw Cole Financial, Inc. · Tampa, FL
- 2021-10 to Present · Open To the Public Investing, Inc. · New York, NY
- 2021-11 to Present · Public Holdings, Inc. · New York, NY
Current employment
- Public Advisors LLC · New York, NY
Public Advisors LLC
- Regulatory AUM
- $18,797,471
- Registered advisors
- 8
- Offices
- 7
- Clients per advisor
- 565.1 (Very high)
- Average AUM per client
- $4.2K (Low)
- High-net-worth client ratio
- 21.5% (Moderate)
Public Advisors LLC: advisors, services and reported ETF investments
About
Maria Keith is a financial advisor at Public Advisors LLC in New York, NY. Reported securities licenses include Series 63 and Series 66. The latest record indicates 16 years of industry experience and 11 years of reported work history. Reported roles include Public Holdings, Inc., Open To the Public Investing, Inc., Jw Cole Financial, Inc., J.W. Cole Financial, Inc., among others.
SEC disclosures list additional business and community activities: 1 (investment related): administrative support and account servicing.
Public Advisors LLC's firm-level Form ADV reports 8 advisors across 7 offices; approximately 565.1 clients per advisor, average assets per client of $4,158, and regulatory AUM of $18.8M; client categories including Individuals (non-HNW), High net worth individuals; services including Portfolio Management: Individuals and Small Businesses.
What this firm offers
Filed by Public Advisors LLC on Form ADV.
Client services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
Location
530 Broadway, New York, NY 10012
8 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Maria Keith?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.